See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,441 | $78,694-72.8% | $67,652-68.3% | $125,391-82.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.38% | 9.46%-11.8pp | 6625.04%-6627.4pp | 282.22%-284.6pp |
| Employer contribution / active EE | $2,506 | $3,044-17.7% | $2,266+10.6% | $4,866-48.5% |
| Participant deferral / active EE | $3,286 | $4,292-23.4% | $3,560-7.7% | $5,352-38.6% |
| Admin fee / account holder | $27 | $7,403-99.6% | $4,821-99.4% | $9,540-99.7% |